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privatebankerinternational
4 小时
UBS swings back to profit in Q4 2024
UBS has reported a net profit attributable to shareholders of $770m in Q4 2024, compared with a loss of $279m in the same ...
privatebankerinternational
6 小时
Santander wealth and insurance records double digit profit growth in 2024
Santander Wealth and Insurance gained €2,259m ($2,352m) profit before tax in 2024, a year-on-year rise of 13.3%. Total income ...
privatebankerinternational
11 小时
Mercer Advisors acquires Tennessee’s Financial Partners Group
Mercer Global Advisors (Mercer Advisors) has taken over Gallatin, investment advisory company Financial Partners Group (FPG).
privatebankerinternational
1 天
Julius Baer sheds 400 jobs, downsizes executive board
Julius Baer has announced 400 job cuts and shrunk its executive board in a cost-cutting push under new CEO Stefan Bollinger.
privatebankerinternational
1 天
AI advisory tech provider Jump raises $20m in Series A round
Jump, a provider of artificial intelligence (AI) solutions for financial advisors, has closed its Series A financing round, ...
privatebankerinternational
1 天
Stone Point Capital finalises majority stake purchase in Kestra
Kestra Holdings has concluded its recapitalisation, with funds managed by private equity company Stone Point Capital ...
privatebankerinternational
1 天
Trump and his US tariffs: market reaction
US President Donald Trump has quickly installed US tariffs and Canada, Mexico and China, starting rumours of a full on trade ...
privatebankerinternational
2 天
Brooks Macdonald completes LIFT acquisition
Brooks Macdonald has announced that it has completed its acquisition of LIFT Financial Group and LIFT Invest. As at December ...
privatebankerinternational
2 天
Wealth management platform Prosper secures $4.9m
Fuel Ventures has spearheaded a £4m ($4.95m) investment round in wealth management platform Prosper, which caters ...
privatebankerinternational
5 天
JPMorgan expands advisory team: what next?
JPMorgan Private Bank has decided to expand Morgan Private Advisory, a move intended to provide holistic financial advisory ...
privatebankerinternational
5 天
LGT partners with NatureAlpha for sustainable investments
LGT has strategically partnered with UK-based NatureAlpha to integrate modern scientific data into its investment decision-making process.
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